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  2. About Us
  3. Investment Philosophy

Investment Philosophy

With more than 75 years of combined planning and investment experience, the professionals at DSI Wealth Management stand ready to perform services for their clients, their clients' families and employees and the community.  The values of the firm are clear and simple:

  • Always ethical
  • Frequent communication
  • Total planning solutions

Custom Strategies. Flexible Implementation.

Our strategy begins with a thorough understanding of each client’s values, goals and current financial condition. Questions not statements dominate our early meetings. Once this critical data is obtained we design and recommend a strategic plan. The strategy, with the clients permission, is also presented to the client's other advisors, including attorneys, accountants, risk managers, business partners and interested family members.

The key to a strategic plan is in the implementation and constant updating. Economic, professional or personal changes can render a plan obsolete. Our plans receive frequent-scheduled reviews by clients and their other advisors with the DSI Wealth Management team acting as the coordinator and lead facilitator.

Learn More.

It would be a pleasure to review your current portfolio, estate and financial plans. Please feel free to contact the office to schedule an interview that will fully describe the scope of these services and how they can benefit you, your business and of course your family and future generations.

About Us

  • About Joe Rubinstein
  • Our Team
  • Investment Philosophy

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

1000 Lakes Dr. #420 , West Covina, California 91790

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  • Legal, privacy, copyright and trademark information

Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA and SIPC. H. Beck, Inc and DSI Wealth Management are not affiliated. We currently have representatives registered to offer securities and licensed to sell insurance products in the States of AZ, CA, CO, FL, GA, HI, ID, IL, ME, MT, NE, NH, NJ, NV, NY, OK, PA, TN, TX, VA, and WA. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. The financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. California Insurance License Number: 0A68771

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